Multicultural Financial Services Internships - openings across the United States

Title:  Multicultural Financial Services Intern
Time Frame:  Summer 2024 6/3/24 to 8/9/24

Work Location: 
This is an in-person internship at one of our credit union partners' branch offices across the United States. Please apply to the job posting in the city and state in which you will live for Sumer 2024.

Pay: $20 per hour

Relocation:  It is preferred that you live within driving distance from the Credit Union location.

Is this internship open to international hires? ☒  Yes     ☐   No

Job Purpose: 

Join TruStage (formerly CUNA Mutual Group) at one of our Credit Union partner locations as a Multicultural Financial Services Intern!

TruStage has received numerous awards for being a top place to work: TruStage awards and recognition

This position primarily focuses on helping “The Team” [Lead Financial Professionals (LFAs), Associate Financial Professionals (AFAs), and support staff] as they work with diverse credit union members to assess and meet the core financial needs of growth, income, protection, and legacy. 

As a member of a financial professional team, MFSIs will assist, as needed, Coordinators and Sales Assistants with the various administrative and member service tasks needed to run a financial services practice.  Alignment with the credit union mission & culture will also be very important for success.  The MFSI position is designed to allow high-potential candidates to learn more about the brokerage/insurance/investment advice/banking business and assess whether a career in any of these industries is worth exploring. 

Based on performance and opportunity, there is potential for career advancement to include that of Coordinator, Sales Assistant, or AFA within a financial services program or many home office opportunities within Wealth Management Solutions.

As an intern, the leadership team and LFA will work with you to give you exposure and opportunities that align with your personal development goals and interests.   This internship position is designed to provide hands-on experience to acquire knowledge of financial advising practices. Candidates will have the opportunity to apply what they have learned in a classroom environment while gaining new skills in a dynamic professional setting. This role requires critical attention to detail in a fast-paced environment, self-motivation, and resourcefulness to solve problems and answer questions. 

Job Responsibilities: 

• Working alongside members of the financial services Team (LFA/AFA), develop an understanding of credit union members’ financial and personal goals and understand the importance of putting the member’s needs first.
• Assist the Team as they meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet their needs through the sale of investment and securities products.
• Assist the Team in preparing for these meetings by compiling meeting materials, generating investment holding reports, and assisting in the preparation of needs assessments and product recommendations.
• Build strong relationships with credit union staff as well as members within the credit union,
• Assist the financial services team with the delivery---virtually and in-person branch seminars and ensure appropriate follow-up from these events.
• Assist as needed in the execution of local marketing.
• Assist Sales Assistants in their duties as they relate to the servicing of member/client needs, including administrative tasks such as contacting members to confirm appointments and seminar reservations, tracking referrals, helping coordinate credit union staff training, and taking and directing member calls as needed.
• Maintain confidential member information by adhering to TruStage’s policies and procedures for data security and privacy.

The above statement of duties is not intended to be all-inclusive and other duties will be assigned from time to time.

Job Requirements:

• Working towards a relevant degree or equivalent work experience
• Strong analytical, critical thinking, problem-solving, and decision-making skills
• Demonstrated interpersonal and customer service skills.
• Excellent communications skills
• Intellectual curiosity and the desire to learn.

Preferred Experience:

• Enrollment in relevant college or university financial services or finance-related degree programs such as accounting, finance, business, financial planning, insurance, or investment management is preferred but not required.
• Understand multicultural nuances. Be empathetic and appreciative of differences that may deviate from a traditional investment client profile.
• Proven oral and written communication skills. Spanish-speaking fluency is a plus.
• Self-starter eager to develop and expand knowledge.
• Have a satisfactory background check.
• This role will be fingerprinted for FINRA purposes.